Agilon Health (AGL)
NYSE:AGL
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.66Last Year’s EPS
-6.25Same Quarter Last Year
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced message: strong operational execution and meaningful near-term wins (data pipeline, risk adjustment upside, improved medical margin, scaled clinical programs and a sizable Q1 adjusted EBITDA beat) were tempered by structural challenges — notably a sizable year-over-year MA membership decline, a YoY revenue decline, Part D reserving uncertainty, cautious early-year cost recording, and conservative full-year adjusted EBITDA guidance. Management emphasized disciplined, sustainable growth and quality-driven improvements rather than aggressive expansion, resulting in positive operational momentum but continued near-term prudence and uncertainty.Company Guidance
Quarterly Outperformance vs Guidance
Q1 revenue ~ $1.42B beat the top end of guidance driven by higher-than-expected risk adjustment revenue and a new full-risk contract; management increased full-year 2026 guidance (midpoint revenue now ~$5.7B).
Large Adjusted EBITDA and Medical Margin Improvement
Q1 adjusted EBITDA was $54M (vs $21M in Q1 2025) and medical margin was $149M (vs $128M in Q1 2025), reflecting stronger profitability, OpEx discipline, and favorable ACO REACH performance.
Improved Risk Adjustment Visibility and Upgrade
Enhanced data pipeline provides member-level clinical/claims data and risk scores for ~85% of members; management revised its estimate of risk score improvement to ~1.5% for the year (up from prior 0.4%), which materially contributed to Q1 revenue upside.
ACO REACH Strong Contribution and CMS Adjustment Benefit
ACO REACH adjusted EBITDA was ~$27M in Q1, ahead of expectations by ~ $5M, aided by CMS removing fraudulent urinary catheter and suspect skin substitute costs from 2025 benchmarks.
Clinical Programs Scaling with Measurable Early Outcomes
CHF pathway deployed across ~90% of markets with inpatient-first diagnosis rates improving from ~25% to <5%; guideline-directed therapy rates and pharmacy-integrated management trending positively—clinical scale expected to drive downstream cost avoidance and quality gains.
Favorable 2025 Medical Cost Development
Full-year 2025 cost trend revised down to ~6.2% from prior 6.5%, signaling favorable claims development and improved cost management.
Conservative, Multi-Factor Financial Planning
Management anchored full-year net cost trend outlook at ~7% (prudently conservative), maintains focus on payer contracting, Part D exposure reduction (<15% current exposure), and expects year-end cash of at least $125M.
AGL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $27.85 | ― | ― |
Feb 25, 2026 | $12.50 | $14.87 | +18.92% |
Nov 04, 2025 | $18.11 | $18.84 | +4.04% |
Aug 07, 2025 | $21.88 | $21.84 | -0.16% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agilon Health (AGL) report earnings?
Agilon Health (AGL) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Agilon Health (AGL) earnings time?
Agilon Health (AGL) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AGL EPS forecast?
AGL EPS forecast for the fiscal quarter 2026 (Q2) is -0.66.